Software Asset Management Consultant, Software License and Asset Manager, Global IT Procurement Lead

Clifford Chance LLP is a multinational law firm headquartered in London, United Kingdom, and a
member of the "Magic Circle" of leading British law firms. It is one of the ten largest law firms in
the world measured both by number of lawyers and revenue, it focuses on the core areas of commercial
activity: capital markets; corporate and M&A; finance and banking; real estate; tax; pensions and
employment; litigation and dispute resolution.

Tools/Technologies/Methods: Windows Server and Client Software, MsOffice - Word/Excel/Access/
PowerPoint/Visio/Project, Microsoft System Center Configuration Manager, System Center Operations
Manager, ServiceNow, Contracts Database

* Conducting a maturity assessment of the SAM function and processes
* Working with key stakeholders across IT Operations and the business to review, improve and
implement asset related policies and processes to ensure that they effectively and pragmatically
support the demands of the firm.
* Providing advice and guidance to Project and Operational teams on matters relating to licensing,
including but not limited to; identification of cost savings through alternative licensing
strategies, licence interpretation and implementation, and best practice guidance.
* Running scheduled reviews of the IT estate including co-ordinating hardware audit activities
across all offices, run true-up exercises for Tier 1 Vendors, namely Microsoft and Adobe, as well
as unscheduled Vendor audits
* Ensuring compliance with existing hardware and software contracts and assisting with the
negotiation and optimisation of new contracts, working with internal and external service
providers and Large Account Resellers as required
* Managing and providing support to the offshore software licensing team and acting as a point of
escalation.
* Working across IT Operations to identify, control, record, report, audit and verify Service Asset
and Configuration Management (SACM) assets, including versions, baselines, constituent
components, their attributes and relationships.
* Contributing to the aims and success of the IT Service Management roadmap, ensuring continual
improvement of all processes as the IT organisation develops and evolves.
* Working with local teams to ensure the capture, monitoring and reporting of hardware assets
throughout their lifecycle.
* Reviewing asset data to identify discrepancies and variances in conjunction with supporting
datasets
* Ensuring adherence to environmental, security and data protection standards and
regulation/legislation.

Genesis Housing Association is one of the largest developer housing associations in London. It was
formed through the amalgamation of Paddington Churches Housing Association, Pathmeads and
Springboard housing associations

Tools/Technologies/Methods: Windows Server and Client Software, MsOffice - Word/Excel/Access/
PowerPoint/Visio/Project, Microsoft System Center Configuration Manager, Certero Asset Studio

* Defining IT asset management process and ensuring they are aligned to the agreed ISO27001
requirements
* Ensuring implementation of all Asset Management Processes and Procedures in the team, managing
and ensuring all information about an asset is properly updated in the asset management database
(Certero Asset Studio)
* Training and coaching the IT Service Desk team in various processes and acting as the single
point of contact for all process implementation questions.
* Making sure all new assets being procured are captured in Certero and communicating with the
Corporate Reporting Team.
* Providing the necessary support to raise PRs and to import relevant records in Certero manually
before the assets are commissioned.
* Managing the inventory and stock levels of IT assets required by business and providing reports
on inventory.
* Supporting the repairs, damaged, lost or stolen asset process, including managing the capture of
information in Certero and providing support to raise insurance claims.
* Responsible for the overall performance of the processes including all KPI, encompassing
conducting audits, taking preventive and corrective actions for KPI breaches, etc.
* Reporting on any discrepancies or unauthorised configuration to an asset to the Head of Service.

The Family Building Society is part of National Counties Building Society founded in 1896, a
financial services and mortgage provider

Tools/Technologies/Methods: Windows Server and Client Software, MsOffice - Word/Excel/Access/
PowerPoint/Visio/Project, Microsoft System Center Configuration Manager, System Center Operations
Manager, SNOW Software

I was contracted as a SAM consultant by Managed 24/7 to work on site for their FBS client to
configure and deploy SNOW Software Asset Management Software. Create a process for licensing
compliance and reporting, documentation and knowledge base articles to allow permanent staff to
maintain and utilise SNOW software on a day to day basis

* Collating software deployment data and reconciling that data against the license entitlement
information to determine license compliance position
* Uploading historical license procurement data (PO) and agreements into SNOW
* Applying expert licensing knowledge to ensure compliance to contractual terms and conditions,
EULA and product usage rights, ensuring compliance and maximum return on investment from
historical and future purchases
* Data gathering and analysis to contribute towards initiatives such as enterprise agreements,
organising and evaluating options on software quotes and pricing
* Making recommendations for cost saving opportunities working with suppliers to renegotiate costs,
terms and complete terminations
* Proactively seeking cost saving opportunities across the software categories, negotiating and
reporting in the appropriate format
* Implementing methods to harvest and reuse licenses, minimizing inventory investment while
avoiding vendor penalties
* Providing credible summarized SAM data for license usage, installation, software audits,
operational optimization and other standard reports as required to meet the requirements of the
business
* Recommending software version consolidation to rationalize and standardize on versions

The Financial Conduct Authority is the conduct regulator for 56,000 financial services firms and
financial markets in the UK and the prudential regulator for over 24,000 of those firms.

Tools/Technologies/Methods: Windows Server and Client Software, MsOffice - Word/Excel/Access/
PowerPoint/Visio/Project, Microsoft System Center Configuration Manager, System Center Operations
Manager, Flexera, ServiceNow, Contracts Database, ITIL, Prince2

* Responsible for the end to end lifecycle of IT Assets to ensure compliance across the FCA estate
and to meet operational KPIs & SLAs whilst ensuring the evolving demands of the business are met
in a cost effective and timely manner.
* Creating monthly ELP/reconciliation positions for all products across Desktop, Server and Data
Centre environments.
* Using tools (SCCM and ADDM) and manual data interpretation to collate, scrutinise and formulate a
position.
* Applying expert licensing knowledge to ensure compliance to contractual terms and conditions,
EULA and product usage rights, ensuring compliance and maximum return on investment from
historical and future purchases.
* Planning, designing, defining, implementing and managing Software Licensing policies and
procedures in conjunction with stakeholders to ensure current and planned requirements are met.
* Ensuring the end-to-end hardware/software asset control points are defined and measured to ensure
compliance with commercial and legal software licencing terms.
* Identifying, managing and escalating any risks in the use of software which may cause the FCA to
be non-compliant with the licencing terms of usage. Ensuring all new license requests are
authorised and current stock levels are checked to ensure optimal use of licenses at all times.
Ensure the licensing position is legal and any exceptions are escalated accordingly.
* Ensuring that the FCA is using the most advantageous licencing agreement with each product
supplier
* Proactively managing the software asset risk and opportunities register to manage VFM.
* Reviewing and make recommendations for improvements to the configuration and hardware/software
management tooling.

AECOM is a premier, fully integrated professional and technical services firm positioned to design,
build, finance and operate infrastructure assets around the world for public- and private-sector
clients. With nearly 100,000 employees - including architects, engineers, designers, planners,
scientists and management and construction services professionals - serving clients in over 150
countries around the world, AECOM is ranked as the #1 engineering design firm by revenue

Tools/Technologies/Methods: Autodesk, Bentley, Windows Server and Client Software, MsOffice -
Word/Excel/Access/ PowerPoint/Visio/Project, Microsoft System Center Configuration Manager, System
Center Operations Manager, Flexera, Snow License Manager, ServiceNow, eProcurement - Coupa, ARIBA,
Contracts Database, ITIL, Prince2

* Global subject matter expert on licensing for all Autodesk and Bentley applications
* Managing and coordinating audits for Autodesk and Bentley to ensure minimal financial impact for
AECOM
* Planning, monitoring and recording of all engineering and design software licenses including
Autodesk and Bentley to ensure compliance with vendor contracts
* Proactively seeking cost saving opportunities across the software categories, negotiating and
reporting in the appropriate format
* Making recommendations for cost saving opportunities working with Autodesk and Bentley to
renegotiate application costs, terms and complete terminations.
* Data gathering and analysis towards initiatives such as Autodesk and Bentley enterprise
agreements, organising and evaluating options on software quotes and pricing
* Ensuring the verification and renewal of all ongoing AECOM software licensing and maintenance
contracts
* Implementing methods to harvest and reuse Autodesk and Bentley licenses, minimizing inventory
investment while avoiding vendor penalties
* Procuring and managing IT Assets throughout the lifecycle, ensuring that AECOM's IT Asset
Inventory is accurate and reliable
* Initiating new supplier/vendor/service provider setup in AECOM's procurement system
* Ensuring the input, maintenance, and quality of the configuration data in the SAM tools
(SNOW/Flexera)
* Importing entitlement information from multiple data repositories into Flexera
* Proactively managing the Identification of 'unknown' software in the SAM Tools (Snow/Flexera)
* Maintaining to a high standard, Organisations software signature files, both in the SAM tools and
the DSL
* Linking budget and procurement processes to track the acquisition and utilization of Autodesk and
Bentley licenses
* Producing Software Compliance Reports at Global level on Autodesk and Bentley as required
utilising deployment and entitlement data.
* Producing monthly Autodesk and Bentley installed reports for publication to cost centre managers
across the global regions
* Create and update on an on-going basis the Organisation's Software Control Policy and the
Software Asset Management processes, driving and implementing change as and where necessary
* Liaising with senior management and vendor management functions to review technology resources
(hardware/software), expenses, and vendor purchase agreements
* Liaising globally and cross functionally to ensure effective communication and engagement with
stakeholders and users at all levels
* Advise cost centre managers on software management best practice
* Manage risks and issues proactively

Home Retail Group is one of the UK's leading home and general merchandise retailers. It is the
parent company of Argos and Homebase. Home Retail Group has over 1,000 stores in the United Kingdom
and Ireland and comprises the following operating companies Argos, Homebase, Habitat (Retailer) and
Financial Services

Tools/Technologies/Methods: Windows Server and Client Software, MsOffice - Word/Excel/Access/
PowerPoint/Visio/Project, Microsoft System Center Configuration Manager, System Center Operations
Manager, Snow License Manager 7, ServiceNow, ILMT, BMC Marimba, SCC-CMDB, Contracts Database, ITIL,
Prince2

I was contracted to manage the delivery of SAM Projects within planned costs and budgets including
providing the team with leadership, direction, oversight and support. Design and document SAM
processes including aligning existing processes to 3rd party outsourcing organisations including
Accenture and Fujitsu. Identified cost savings through contract renegotiations and renewals in
excess of £1m

* Implementation of a centralized approach to Hardware assets and software license management
* Developing and delivering the SAM project plan and managing of the plan through the lifecycle and
providing evidence that SAM requirements have been met
* Project - Managing the deployment of SNOW and ILMT agents to the HRG domain
* Uploading historical license procurement data (PO) and agreements into SNOW
* Coordinating periodic audits to ratify license usage and entitlement data across vendor and
application lines with a view to identify opportunities for process improvement, cost savings and
risk avoidance
* Data gathering and analysis to contribute towards initiatives such as enterprise agreements,
organising and evaluating options on software quotes, pricing and general license compliance
* Reporting on renewal status, spend and cost savings information
* Implementing methods to harvest and reuse licenses, minimizing inventory investment while
avoiding vendor penalties
* Managing and liaising with Software Vendors and other stakeholders to validate deployment of
software reconciling it with license agreement
* Providing credible summarized SAM data for license usage, installation, software audits,
operational optimization and other standard reports as required to meet the requirements of the
business
* Managing Annual True-ups for Microsoft EA, SAP Self- Certification and IBM LMT reporting
* Analyzing and interpreting Software license agreements, contracts, entitlement and other
organizational data
* Attending Projects and Technical assessment meetings to provide software licensing and
procurement advice and guidance
* Attending regular software vendor, producer and distributor review meetings
* Conducting internal audits of IBM, Microsoft, Symantec, Oracle and SAP to maintain HRG compliance
position
* Managing and resolving issues regarding RTU's and novation including contract renegotiations
* Monitoring, reporting, managing and policing the effective operation of SAM processes and
activities to ensure deliverables are met
* Liaising with software vendors to obtain software license and software support renewal quotes
* Providing support to BAU teams on complex software queries ensuring maximization of software
utilization in order to deliver full benefits of compliance to the business.
* Recommending software version consolidation to rationalize and standardize on versions
* Recommending alternative software products to rationalize the Customer's software license costs
(e.g. Open source)

I was contracted by ATOS UK to work mainly on the BBC account and providing ad-hoc input towards the
Highways Agency (HA) account on a Hardware/Software Compliance and Reconciliation Project. Providing
single point of contact for the BBC Estate with the responsibility for owning and controlling
Software License Management and Software Application Installation Management across the business
also providing the information required to enable BBC to remain legally compliant

Tools/Technologies/Methods: Windows XP/7/8, Server 2003/08 MsOffice - Word/Excel/Access/
PowerPoint/Visio/Project, Microsoft System Center Configuration Manager, System Center Operations
Manager, Flexera (FNMP), BMC Remedy, HP DDMA, FrontRange Discovery (formerly Centennial), ITIL,
Prince2

* Contributing to the initiation of license management services in project phase, focusing on
initial license position assessments using existing data
* Collating software deployment data and reconciling that data against the license entitlement
information to determine license compliance position
* Developing license gap remediation plan with business managers
* Coordinating and where relevant collaborating with relevant stakeholders to implement license gap
remediation plan
* Monitor, report, manage and police the effective operation of SAM processes and activities to
ensure that deliverables are met
* Coordinating periodic audits to ratify license usage and entitlement data across vendor and
application lines with a view to identify opportunities for process improvement, cost savings and
risk avoidance
* Data gathering and analysis to contribute towards initiatives such as enterprise agreements,
organising and evaluating options on software quotes, pricing and general license compliance
* Proactively manage the identification of "unknown" software in FNMP and maintain to a high
standard publisher signature files within FNMP
* Providing subject matter expertise towards the development, implementation and continuous
improvement of the BBC SAM processes and tooling
* Reviewing new business proposals and planned technical changes to provide specialist guidance on
compliance issues, risks and implications
* Assisting in ensuring that the BBC Information Risk Management controls relating to software
management are embedded and facilitate successful testing of compliance with such controls
* Attending Project meetings to provide software licensing and procurement advice including
guidance
* Working effectively with large data sets to understand, create, analyze and provide reports
* Produce and present weekly status reports and KPIs at the project checkpoint meeting
* Providing effective control, tracking and management of software costs, utilisation and supplier
contracts across the BBC
* Ensuring license, maintenance and support renewals, true ups and true downs are completed
according to agreed processes, on time and accurately
* Reporting on renewal status, spend and cost savings information
* Registering and maintaining accurate license entitlement information in software license tool
(FNMP)
* Interpret, cleanse and optimise entitlement and contract records
* Correlate and synchronise licensing information provided by vendors with BBC data
* Liaise with technical teams to facilitate reconciliation of entitlement and contract data
* Supporting operational teams with specialist knowledge in day to day management of licensing data

CSIS is a market leader in providing solutions to public safety agencies, central government
departments, local authorities and voluntary organisations. Managed Assets, Software Licensing and
the CMDB on the London Borough of Bromley and Lewisham managed services contract

Tools/Technologies/Methods: Windows 2000/XP/7, Server 2003/08 MsOffice - Word/Excel/Access/
PowerPoint/InfoPath/Visio/Project/Publisher, Microsoft System Center Configuration Manager, System
Center Operations Manager, RMS Service Management, FrontRange Discovery (formerly Centennial), Snow
License Manager, ITIL

* Manage on a day to day basis, the contractual requirements relating to Asset/Configuration
Management including Software Licensing on the Managed Services Contract
* Ensuring the procurement of day to day licenses for pre-agreed software and vendors is auctioned
as required.
* Updating and ensuring licence details are stored correctly.
* When required perform software audits to ensure an accurate picture is obtained about how many
licenses the organisation requires and how many users actually require licensed access to the
system.
* Ensuring no financial wastage on purchasing licenses.
* Removing software from the estate when identified as end-of-life.
* Provide change management educational assistance to users.
* Effective prosecution of the Asset Management process using controlled processes, procedures and
tools
* Work closely with customers and colleagues in order to understand requirements and drive forward
the development of the service.
* Creation, production and delivery of reports Customer, Status accounting, Trend analysis, ad-hoc
* Defining, planning and executing Hardware/Software Configuration Audit Activities.
* Development and management of the Definitive Media Library
* Creation and maintenance of baselines and releases
* Update and maintenance of the Asset Management toolsets
* Develop and maintain procedural documentation to support the Asset/Configuration Management
process.
* Maintain and Update the document reference library - ensuring current and archived versions of
documents are available.
* Taking a technical lead in the day to day operation of the department providing direction and
guidance for other members of the team.
* Produce software builds.
* Produce and deliver media.
* Provide monthly KPI information for management reporting.
* Identify savings opportunities and efficiencies.
* Participate in internal and external audits (e.g. ISO 9001/20000)
* Attendance of CABs
* Provide training to Users of the Asset Management System

I was contracted to work on a Global Project, Delivering and Implementing Software Licence
Management processes and procedures including Global Reconciliations. This involved reviewing and
standardizing the processes in relation to Asset and Configuration Management and Software Licence
Management

Tools/Technologies/Methods: Windows 2000/3/XP, MsOffice - Word/Excel/Access/
PowerPoint/InfoPath/Visio/Project/Publisher, Peregrine Asset Center, HP Project & Portfolio
Management Center, Ariba Total Contracts & Total Supplier, Adobe Acrobat Professional, SharePoint,
ITIL & Prince2

* Implementation of a centralized approach to Software Licence Management
* Software Licence entitlement gathering and uploading into a central repository (Peregrine Asset
Center)
* Requirements, including Data gathering
* Carrying out Process, Requirements, including Data Analysis on a Global scale
* Identifying and Reviewing Software Licence Contracts for Entitlement Information
* Implementing best practices for the management of Definitive Media Library
* Maintaining and Delivering Global Licence Compliance across multiple Business Areas
* Contributing to the development of a central repository (Asset Centre)
* Ensuring the Asset Centre tool and the processes behind it are fit for purpose.
* Building relationships and general continuous liaison with key stakeholders and senior
management teams of the Strategic Business Units and their teams
* Liaising with external project groups/teams (Technical Offices) departments (Vendor Management)
regarding software requirements.
* Liaising with the Project Delivery Manager regarding milestones at the end of each stage and
project related work
* Software Compliance & Consultancy, ensuring that Barclays Bank maintains a compliant software
position
* Investigating and resolving unknown Software Licencing models
* Providing support to BAU team on complex software queries
* Ensuring maximization of software utilization in order to deliver full benefits of compliance to
the business

The National Programme for IT is a multi-billion 10-year programme being implemented by an assorted
group of Local Service Providers (LSPs) working with the NHS to provide a common solution to improve
patient care using a national Care Record System (CRS). This will allow patient healthcare choice
and provide GPs, Hospitals, Community Care and other NHS staff access to up-to-date patient medical
history efficiently and securely via the Patient Data Service (PDS), known as the Spine.
Tools/Technologies/Methods: Windows 2000/3/XP, MsOffice - Word/Excel/PowerPoint/Visio/Project, HP
Open View, Altiris, Centennial, Active Risk Manager, Business Objects, LiveLink, Clarify, ITIL

* Managing Hardware and Software Asset Portfolios including consulting with internal customers,
business units, senior management teams and vendors to negotiate Contracts, Acquisitions, and
license management and tracking.
* Monitor, report, manage and police the effective operation of SAM processes and activities to
ensure that deliverables are met
* Managing the information relating to all the client's operational IT software assets and the
hardware on which these are assets are installed.
* Communicating and presenting analysis of hardware/software impacts to management and executive
teams.
* Establishing a baseline of both the software license portfolio and software asset management
(SAM) practices.
* Developed and delivered the configuration management plan and managed it through the lifecycle
and provided evidence that CM requirements have been met.
* Managed input to the configuration management plan in accordance with the relevant procedures.
* Liaise with software producers and distributors to obtain software license and software support
renewal quotations.
* Maintaining the Definitive Software Library by filing physical License, purchase and support
agreement records Track and log software media items within the DSL.
* Attending regular Software Producer and Distributor review meetings
* Attending Project meetings to provide software licensing and procurement advice and guidance
* Ensuring that software procurement activities maximize the value of software through the re-use
of licenses within the business.
* Produce regular and ad-hoc software compliance reports for key stakeholders and customers
* Make available relevant, concise reports and conduct quality reviews and audits of asset and
configuration management records
* Managing, designing and extending the asset management and configuration management process
* Conduct reviews of current process and systems
* Provide progress reports on current status and KPIs
* Maintaining and Enhancing existing license information database
* Input to the Continuous Improvement Plan for Asset and Configuration Management
* Providing guidance and information to internal business users about the importance of software
license compliance

I was contracted to work within a multi-skilled team on a Prince2 based Project upgrading the
Meridio Application (Electronic Document Records Management/Electronic Content Management).

Tools/Technologies/Methods: Windows XP/Vista, MsOffice - Word/Excel/PowerPoint/Visio/Project, HP
Open View, Meridio, NetResults Tracker, System Center Configuration Manager, Prince2, ITIL

* Documented and managed technical issues raised through the delivery of the upgrade of Meridio
4.3 SR1 to Meridio 5.0 SR1
* Designed and implemented a new work environment for software tracking, testing and
configuration management
* Defined and implemented policies and procedures for configuration management and metrics
collection & reporting.
* Recorded and maintained the configuration changes made during the delivery of the upgrade to the
client and server-side components involved.
* Chairing of Issues Meeting and progression of all Technical Issues throughout its Life Cycle
* Provided timely feedback to relevant teams concerning issues/defects identified during testing
* Liaising with Meridio and other third-party suppliers to ensure issues are logged correctly and
are being addressed with the appropriate priority.
* Liaising with Problem Management and Helpdesk teams to notify them of issues and help define
appropriate corrective actions
* Liaising with the Change Team for development, test and production software release
* Software Configuration Management and version control
* Provided documentation to enable the packaging of client builds
* Test Environment setup and maintenance

See Above

Tools/Technologies/Methods: Windows 2000/3/XP, MsOffice - Word/Excel/PowerPoint/Visio, Marval - Open
Trakit & Pursuit, Symantec Altiris, Centennial, SharePoint, InfoPath, ITIL

* Ensuring that all definitions for configuration items defined within the scope are identified,
labelled and recorded
* Auditing and reporting on the compliance status of licensed software assets.
* Producing and implementing remediation plans to correct any discrepancies.
* Ensuring that CI's are controlled through their entire life cycle from identification to disposal
and that CI's are only added, replaced, modified or removed through the appropriate level of
control
* Tracking Technology hardware and software purchases via an Asset Management database repository
* Maintaining an accurate record of the status of each CI and also ensuring that the data within
the CMDB is accurate and up to date
* Reviewing RFC's, Completed Changes and associating affected CI's
* Mapping dependency relationships between Services, SOX applications with Parent/Child CI's
* Performing weekly reconciliations of the Physical Environment and the CMDB, generating an
Exception Report to assist in implementing corrective action
* Reviewing, amending and updating the Asset and Configuration Management Processes/Procedure
documentation
* Providing reports, including management reports, impact analysis reports and configuration status
reports
* Proactively reconciling the company's licensed usage with the company's licensed rights
* Responding to software audit requests from internal and external sources as appropriate

Team Leader - NT4, win 98 & 95 support, CcMail, MsOffice, Lotus Notes, McAfee Antivirus. Y2K
pre-assessment and Year 2K Remediation